Key Financial Inc’s Alexandria Real Estate Equities ARE Stock Holding History

Key Financial Inc’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139	Hold	3	–	–	﹤0.01%	1352
2025 Q4	$147	Hold	3	–	–	﹤0.01%	1394
2025 Q3	$250	Sell	3 -4	-57%	-$320	﹤0.01%	1392
2025 Q2	$508	Hold	7	–	–	﹤0.01%	1326
2025 Q1	$648	Hold	7	–	–	﹤0.01%	1262
2024 Q4	$683	Hold	7	–	–	﹤0.01%	1260
2024 Q3	$831	Buy	7 +4	+133%	+$477	﹤0.01%	1216
2024 Q2	$351	Buy	+3	New	+$358	﹤0.01%	1277

Other funds holding ARE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Key Financial Inc's ARE Position: Q1 2026 in Review

Key Financial Inc held its Alexandria Real Estate Equities (ARE) position steady in Q1 2026 at 3 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Key Financial Inc first reported a position in ARE in Q2 2024 and has held it in 8 quarters since. The position peaked at $831 in Q3 2024. 567 funds tracked by Wall St. Rank hold ARE as of Q1 2026.

Key Financial Inc held 3 shares of Alexandria Real Estate Equities worth $139 as of Q1 2026.
Key Financial Inc left its Alexandria Real Estate Equities share count unchanged in Q1 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1352 holding.
Key Financial Inc first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 8 quarters since.
Key Financial Inc's Alexandria Real Estate Equities position peaked at $831 in Q3 2024.
567 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.